Heck Capital Advisors, LLC
Top Portfolio Positions
61 positions ·
$237,546,848 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
2,435,620 | $113,743,454 | 47.88% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
105,267 | $48,758,621 | 20.53% | |
| NVDA |
Nvidia Corp
Technology
|
34,630 | $6,039,472 | 2.54% | |
| AAPL |
Apple Inc.
Technology
|
23,314 | $5,916,860 | 2.49% | |
| IAU |
Ishares Gold Trust
|
65,098 | $5,739,039 | 2.42% | |
| MSFT |
Microsoft Corp
Technology
|
13,571 | $5,023,577 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,288 | $4,971,337 | 2.09% | |
| HODL |
VanEck Bitcoin ETF
|
202,943 | $3,888,387 | 1.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,004 | $3,541,423 | 1.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,372 | $3,375,851 | 1.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,743,454 | 2,435,620 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $51,725,181 | 1,203,191 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $27,412,000 | 712,000 | Shares | Sole | 2025-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||